DBA: PUBLIC SAFETY FINANCIAL/GALLOWAY
| Total AUM | $17.9M |
| Discretionary | $17.9M100% of AUM |
| Client Accounts | 76 |
| Avg Account Size | $235K |
| Employees | 31 |
| Peak AUM | $942.2MMar 2025 |
| AUM CAGR | -6.8% /yrover 18 yrs · 74 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $18M | 97.7% | 69.6% | 49.5% | |
| Discretionary AUM | $18M | ||||
| Total AUM | $17.9M |
| Discretionary | $17.9M |
| Employees | 31 |
| Client Accounts | 76 |
| Client Range | More than 500 |
Address
1138 N ALMA SCHOOL RD
MESA AZ 85201
Phone
480-325-8668
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$18M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 2.2pp vs 1 year ago
Total AUM
$18M
| 97.7% |
| 69.5% |
| 49.5% |
| Total Accounts | 76 | 98.0% | 72.4% | 51.6% |
| Avg Account Size | $235,286.382 | +13.4% | +10.1% | +4.2% |
| Employees | 31 | 18.4% | 4.9% | 0.6% |
| AUM / Employee | $576,831.129 | 97.2% | 68.1% | 49.2% |
Client AUM Segments | |||||
| Wealth AUM | $18M | 97.7% | 69.6% | 49.5% | |
Client Count Segments | |||||
| HNW Clients | 74 | 97.2% | 69.2% | 51.8% | |